COMMUNITY TRUST OF UTAH

EIN 823365355 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$30.91M
at fiscal year end
Grants out
$14.82M
from DAF accounts
Contributions in
$7.78M
received into DAFs
Payout rate
47.9%
median is 12.5%
Accounts
65
funds held at year end
Average account
$476K
assets per fund

At 47.9%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$18.2M
FY2019
$30.3M
FY2020
$37.5M
FY2021
$37.2M
FY2022
$30.9M
FY2023

Grants paid by year

$5.5M
FY2019
$80.2M
FY2020
$129.9M
FY2021
$30.6M
FY2022
$14.8M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 87 grant lines totalling $270.2M across 2019–2024 — $3.1M per line.

$28.8M of this sponsor’s grants went to other DAF sponsors — 11% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Corporation Of The Presiding Bishop Of Church Of JEIN 870234341 UT$84.3M
The Church of Jesus Christ of Latter Day SaintsEIN 237300405 UT$80.6M
The Community Foundation of Utah runs a DAF programEIN 743211770 UT$55.5M
Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH$21.8M
Huntsman Mental Health FoundationEIN 861400536 UT$5.0M
University Of UtahEIN 876000525 UT$3.9M
Vanguard Charitable Endowment Program - A1064887 runs a DAF programEIN 232888152 RI$2.7M
University Impact runs a DAF programEIN 821504018 UT$2.4M
Intermountain Healthcare Foundation Inc Dba Primary Children'S Medical CentEIN 800225150 UT$2.1M
World Of Difference IncEIN 208331980 UT$1.5M
Schwab Charitable Fund runs a DAF programEIN 311640316 FL$1.5M
Brigham Young UniversityEIN 870217280 UT$1.1M
Hale Centre TheatreEIN 841420029 UT$1.0M
Utah Symphony & OperaEIN 510145980 UT$1.0M
Utah State UniversityEIN 876000528 UT$608K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.